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  • Holdings: Gold Bullion Comex Eligible , Gold/US Golden Eagles , Gold Canadian Maple Leaf , Silver Bullion Comex Eligible , US Treasury Bond 6% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Lennar Corp , Gilead Sciences Inc , Morgan Stanley , Citigroup Inc , SanDisk Corp ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Russian Federation 7.5% , Harbinger Grp 7.75% , Enterprise Products Partners LP , Greenwich Cap Cmbs 2007-Gg9 CMO , Us Foods 8.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Berkshire Hathaway Inc Class B , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , MasterCard Inc Class A , Apple Inc , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Compass Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Home Depot Inc , Google Inc Class C , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: RLJ Lodging Trust , Jones Lang LaSalle Inc , Morgan Stanley , Lennar Corp , Citigroup Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Energy Transfer Equity LP , Sunoco Logistics Partners LP , Plains All American Pipeline LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
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  • Holdings: Visa Inc Class A , Thermo Fisher Scientific Inc , TE Connectivity Ltd , Westinghouse Air Brake Technologies Corp , Stericycle Inc ,
  • Category: Large Growth
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  • Holdings: Berkshire Hathaway Inc Class B , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Skyworks Solutions Inc , Affiliated Managers Group Inc , SBA Communications Corp , Lincoln National Corp , NiSource Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Brunswick Corp , Incyte Corp Ltd , Pacira Pharmaceuticals Inc , SS&C Technologies Holdings Inc , Treehouse Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Union Pacific Corp , Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , Praxair Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Enbridge Energy Partners LP , Energy Transfer Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Holdings: Unit Corp , Swift Energy Co , Spirit AeroSystems Holdings Inc , Newpark Resources Inc , InterDigital Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Invesco Cayman Commodity , Canada 10 Yr Bond Future , Long Gilt Future , Aust 10 Yr Bond Future , Euro Bond Future ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Health Care REIT, Inc. , United Continental Holdings Inc , AvalonBay Communities Inc , Delphi Automotive PLC , L Brands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Spartan® 500 Index Inv , Fidelity Spartan® International Idx Inv , Fidelity Spartan® US Bond Idx Investor , Fidelity Spartan® Extended Mkt Index Inv ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: First American Financial Corp , KKR & Co LP , Lazard Ltd , Gannett Co Inc , Western Union Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Markets , iShares MSCI EAFE , US Treasury Note 1.75% , Us 10yr Note (Cbt)dec14 Xcbt 20141219 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: PPL Corp , NextEra Energy Inc , Comcast Corp Class A , NRG Energy Inc , Williams Companies Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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Premium Funds From: prpfx - Permanent Portfolio to mmufx - MFS Utilities A
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